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Capital Advisors Inc’s Tesla TSLA Stock Holding History

Capital Advisors Inc’s Portfolio TSLA Stock Details TSLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$52.7M Sell
125,377
-3,316
-3% -$1.32M 0.78% 43
2026
Q1 		$47.8M Buy
128,693
+24,196
+23% +$9.97M 0.77% 47
2025
Q4 		$47M Buy
104,497
+20,877
+25% +$9.25M 0.76% 51
2025
Q3 		$37.2M Buy
83,620
+2,687
+3% +$932K 0.62% 66
2025
Q2 		$25.7M Buy
80,933
+63,938
+376% +$19.3M 0.46% 80
2025
Q1 		$4.4M Buy
16,995
+1,274
+8% +$425K 0.09% 97
2024
Q4 		$6.35M Sell
15,721
-2,384
-13% -$767K 0.13% 94
2024
Q3 		$4.74M Sell
18,105
-953
-5% -$217K 0.09% 99
2024
Q2 		$3.77M Buy
19,058
+77
+0.4% +$13.5K 0.08% 105
2024
Q1 		$3.34M Sell
18,981
-524
-3% -$102K 0.07% 109
2023
Q4 		$4.85M Buy
19,505
+3,742
+24% +$889K 0.11% 104
2023
Q3 		$3.94M Buy
15,763
+2,869
+22% +$737K 0.1% 89
2023
Q2 		$3.38M Buy
12,894
+5,756
+81% +$1.15M 0.09% 99
2023
Q1 		$1.48M Buy
7,138
+935
+15% +$163K 0.04% 115
2022
Q4 		$764K Sell
6,203
-154
-2% -$29.2K 0.02% 158
2022
Q3 		$1.3M Sell
6,357
-1,620
-20% -$452K 0.04% 116
2022
Q2 		$1.79M Buy
7,977
+2,322
+41% +$634K 0.05% 107
2022
Q1 		$2.03M Sell
5,655
-1,236
-18% -$385K 0.06% 102
2021
Q4 		$2.43M Buy
6,891
+222
+3% +$74.5K 0.07% 105
2021
Q3 		$1.72M Sell
6,669
-843
-11% -$198K 0.05% 113
2021
Q2 		$1.7M Buy
7,512
+861
+13% +$187K 0.05% 114
2021
Q1 		$1.48M Sell
6,651
-81
-1% -$20.3K 0.05% 114
2020
Q4 		$1.58M Buy
6,732
+498
+8% +$85K 0.06% 103
2020
Q3 		$891K Buy
6,234
+834
+15% +$98.5K 0.04% 111
2020
Q2 		$536K Buy
+5,400
New +$292K 0.02% 122

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Advisors Inc's TSLA Position: Q2 2026 in Review

Capital Advisors Inc reduced its Tesla (TSLA) stake by 2.6% in Q2 2026, selling an estimated $1.32M and leaving 125,377 shares worth $52.7M. The position accounts for 0.78% of the portfolio, ranked #43.

Capital Advisors Inc first reported a position in TSLA in Q2 2020 and has held it in 25 quarters since. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Capital Advisors Inc held 125,377 shares of Tesla worth $52.7M as of Q2 2026.
  • Capital Advisors Inc sold 3,316 Tesla shares in Q2 2026, an estimated $1.32M.
  • Tesla made up 0.78% of Capital Advisors Inc's portfolio in Q2 2026, its #43 holding.
  • Capital Advisors Inc first reported a position in Tesla in Q2 2020 and has held it in 25 quarters since.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.